Purpose:
The purpose of this article is to provide information to Outreach Users regarding Insights and Reporting with Outreach.
Intended Audience:
- Outreach Users
Notes:
- Outreach Insights gives you all the same great reporting that you already have access to in addition to actionable new insights powered by Machine Learning technology.
- Data is refreshed in real time for some of the reports and daily for others. Outreach highlights these differences in the overview.
- Outreach gives history from all time for some reports and for the last 6 months for others. Outreach highlights those differences in the overview.
- Outreach's roadmap plans to revamp and migrate the legacy reports to a new platform.
Overview:
Outreach Reporting consists of a set of reports called Outreach Insights (Team Performance, and Sequence Performance and Sales Execution reports) and the legacy Activity and More Reports tabs.
The Insights and reporting experience provides a library of prebuilt reporting modules to guide Users to more actionable insights while giving them autonomy to easily customize, save, and export reports.
What is Outreach Insights?
Outreach Insights is a suite of actionable insights that equip managers, marketers, and sellers with the insights needed to understand the success of teams, processes, and content.
Available Reports:
When you land in the reports section of the application, you will see 4 tabs: Team, Activities, Sequence and More reports. Let’s go through what reports you can find under each tab.
| Tab | Available Reports | Refresh Cadence | Data History |
|---|---|---|---|
| Sales Execution Report |
|
Daily (Every 24 hours) | 6 Months |
|
Team |
|
Daily (every 24 hrs) |
6 Months |
| Activity |
|
Real Time | All Time |
| Sequence |
|
Daily (Every 24 hours) | 6 Months |
| More Reports |
|
Real Time | All Time |
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